Termly is a popular consent tool for small businesses. It shows your visitors a cookie banner and stops tracking scripts from running until they say yes.
Converly works with Termly, so visitors who accept advertising cookies are tracked as normal and visitors who decline aren't tracked at all.
To set it up, follow the instructions below:
Installed Converly through Google Tag Manager?
Follow the Google Tag Manager guide instead. The steps below are for sites where the Converly code is pasted straight into the website.
Step 1: Find your Converly code
The first step is to find where you pasted the Converly code on your website. For most sites this is the head code box in your website builder's settings, or a header code plugin if you're on WordPress. It should look something like this:
<script src="https://js.converly.io/v1/loader.js?key=YOUR_SITE_KEY"></script>Step 2: Mark Converly as an advertising script
The next step is to tell Termly that Converly is an advertising script. To do that, simply add 2 things to the start of the code, type="text/plain" and data-categories="advertising", so it looks like this:
<script type="text/plain" data-categories="advertising" src="https://js.converly.io/v1/loader.js?key=YOUR_SITE_KEY"></script>Important: Make sure NOT to change anything else in the code, especially the part after key=. That's the key that is unique to your site, and if it changes, Converly won't track anything.
Then save your changes and publish your site.
You might wonder why you need to do this if Termly has an Auto Blocker. Termly doesn't recognise Converly yet, so its Auto Blocker files it as "Unclassified". Unclassified scripts only run for visitors who accept every category, which means visitors who accept advertising cookies but decline something else wouldn't be tracked. Marking Converly as advertising fixes that.
Step 3: Test it works
That's it! The final step is to test it, and it only takes a couple of minutes.
First, open a new incognito window (or private window) and go to your website. When the cookie banner appears, decline marketing cookies. Then submit a test entry through one of your forms.
Now open the Activity page in Converly. The test entry should NOT appear there, because Converly never ran for that visitor.
Next, close that window, open another new incognito window, and go to your website again. This time accept marketing cookies (or click accept all), then submit another test entry. Head back to the Activity page, and this time the test conversion should show up within a moment.
If both of those happen, your cookie banner is holding Converly back properly.
